Middle Market Investment Manager
2 weeks ago
Wintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC.
Our Business Model
We operate under the "HAVE IT ALL" philosophy, combining advanced technology and the extensive resources of a large banking institution while delivering personalized, service-oriented community banking to every client.
Our Operations
Wintrust encompasses fifteen community bank subsidiaries with over 170 banking branches across the greater Chicago and southern Wisconsin regions. Additionally, we manage various non-banking divisions, including:
1. Commercial and life insurance premium financing
2. Short-term accounts receivable financing
3. Outsourced administrative services
4. Mortgage origination and purchase
5. Wealth management services
6. Qualified intermediary services for tax-deferred exchanges.
Why Choose Wintrust?
We pride ourselves on an award-winning workplace culture, recognized as a Top Workplace by the Chicago Tribune for the past decade and receiving the Employee Recommended award from the Globe & Mail for six consecutive years.
Compensation and Benefits
We offer competitive salaries and annual discretionary bonuses, along with a comprehensive benefits package that includes:
- Medical, dental, and vision insurance
- Life insurance
- A 401(k) plan with a generous company match
- Tuition reimbursement
- Family-friendly work hours.
Role Overview
The Portfolio Manager plays a crucial role in our expanding Middle Market Commercial Banking team. In this capacity, you will serve as the primary contact for client relations, engaging directly with clients.
Key Responsibilities
- Manage a designated portfolio of commercial clients in collaboration with the relationship manager.
- Oversee and report on portfolio management metrics (delinquency, problem loans, exceptions, tickler tracking, etc.) as directed by the Chief Credit Officer.
- Coordinate the collection and evaluation of financial statements, tax returns, and compliance certificates to meet client reporting obligations.
- Monitor the assigned portfolio for early indicators of financial distress and collaborate with borrowers to devise and implement risk mitigation strategies.
- Prepare comprehensive credit packages for annual reviews, renewals, loan requests, and portfolio assessments.
- Structure and underwrite complex commercial loan transactions within the assigned portfolio and for new business opportunities.
- Provide credit recommendations to the appropriate credit administration level.
- Review and negotiate loan documentation in conjunction with legal counsel, ensuring proper closure of renewals and modifications.
- Act as a liaison for internal audits, loan reviews, compliance assessments, and regulatory examinations.
- Adhere to all bank policies and procedures, as well as applicable state and federal regulations.
Qualifications
- Bachelor’s degree from an accredited institution in business, finance, economics, or accounting.
- Minimum of 3 years of experience in the financial services sector, with a solid understanding of the banking environment and products; prior commercial credit experience is highly desirable.
- Formal bank credit training is preferred, with a strong grasp of credit and risk principles, mitigants, and banking policies/procedures.
- Comprehensive understanding of risks (market, rate, leverage, etc.) as they pertain to the lending process.
- Familiarity with commercial lending policies and procedures, including knowledge of loan agreements, structuring, and collateral management.
- Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint, along with financial forecasting models.
- Excellent oral and written communication skills.
- Strong analytical and organizational abilities, with a proactive approach to managing and prioritizing tasks.
- Proven interpersonal skills with a track record of establishing client relationships and working effectively within a team environment.
Benefits
- Medical Insurance
- Dental and Vision Coverage
- Life Insurance
- Accidental Death and Dismemberment Insurance
- Short-term and Long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at a 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
Wintrust Financial Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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